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Microsoft Dynamics CRM (Archived)

Deleting Opportunity Products from Opportunity

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Hi All,

For the sake of keeping the system easy to use, I have our sales team adding opportunity products to opportunities. I want them to have as few entities to deal with as possible and that is why we aren't using the quoting entity currently and don't intend to. To keep the system clean, I want the user to be able to delete a line item when they mess up or the customer comes back asking for the sales person to remove a particular line item. Right now, all of the opportunity products are write-ins, but might change as the products grow - right now nothing is predictable. Our problem is that the security privilege for deleting opportunity products is the same privilege for deleting opportunities, which we cannot have the user able to do (don't want a disgruntled employee to delete everything assigned to himself). I cannot even create a workflow that looks for the word 'delete' and the quantity equal to 0 and the price per item equal to 0 and delete this product line item because there is no delete or inactivate option for the write-in product.

Do any of the pro's out there have any suggestions on how they would go about removing the line item without giving the user the ability to delete an opportunity? 

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    on at

    Allow them to delete Opportunities.

    Configure the 1:N relationship from Opportunity to all of its child entities (especially every kind of activity, Quote, Order, and maybe Opp Product, but I have a feeling that one is locked down)

    In the 1:N relationship behaviours, make a note of the 5 editable settings. Choose "configurable cascading" and then put them all back as they were (choosing this sets them all to "Cascade All"), except for delete, which you set to "Restrict Delete".

    Now, although in theory a user can delete an Opportunity, they cannot do so if it has any child records, so it should deal with 99% of the fear of someone deleting a whole load of historical data. They could still delete open opps that do not yet have any children, but this is a smaller set of records, with less "value" if they have not yet been worked for long.

    Of course you could even use a workflow create a child record for each Opportunity just to make sure, possibly even creating an "Opportunity lock" entity for the purpose (make it organisation owned, not an activity and turn off every check box option). Configure the restrict delete on the relationship from Opportunity to the new lock entity, hide the entity for all practical purposes (don't include it on the Opportunity related entity navigation on the form, give users no read privileges to it, remove it from the Sitemap or apply a privilege to the Sitemap sub-area that only admins would have). Create a record for each Opp as it is created, using a simple workflow.

    Another option if you never want to delete Opportunities would be to remove the delete button from the command bar altogether (or maybe add a hide rule based on some unconnected admin privilege, rather than the entity delete privilege)

  • Community Member Profile Picture
    on at

    Thanks for your reply Adam.

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